Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ADVOCACY WEALTH MANAGEMENT SERVICES LLC | 04-15-2024 | 03-31-2024 | 54 | 1,163,247,540 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPDR SER TR | PORTFOLIO SHORT | 51 | $4,246,036 | 142,628 | 0.00 | 0.00 | -1,584,260 | -91.74 | 03-31-2024 |
SPDR SER TR | PORTFOLI S&P1500 | 52 | $3,796,012 | 59,174 | 0.00 | 0.00 | 5,060 | 9.35 | 03-31-2024 |
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,424 | -2.79 | 03-31-2024 |
INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 54 | $2,866,437 | 51,900 | 0.00 | 0.00 | 30,022 | 137.22 | 03-31-2024 |